Account Type******** ********Account Owner******* *******Account Opps/Deals*** *******Closed Won • Feb 25**K $Closed
******* ******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Conquest Planning IncChief Product OfficerNov 18 - PresentCambrian Credit UnionBusiness Analyst & Project ManagerMay 18- Nov 18Advicent Now Part Of InvestcloudProduct Director, NaviPlanOct 14- Apr 18
Scot DelanceyChief Product OfficerView Profile, Scot DelanceyIlan BVP User OperationsView Profile, Ilan BJonathan PalgonSenior Director Revenue Product TechView Profile, Jonathan Palgon